2023 Form 5500 filing — Affolter Contracting Company, Inc. Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715150028NAL0003253920001) for Affolter Contracting Company, Inc. Retirement Plan, reported by Affolter Contracting Company, Inc. under EIN 74-1775660 and plan number 001. It reports 76 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.6MReported net assets$11,571,519
Participants76
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240715150028NAL0003253920001
Plan sponsor
Affolter Contracting Company, Inc.
EIN
74-1775660
Plan number
001
Location
La Marque, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$201.6K
Benefits paid / distributions$200.4K
Contributions
Employer$279.2K
Participant$340K
Full reported line items
Total assets (EOY)
$11,571,519
Total liabilities (EOY)
$0
Net assets (EOY)
$11,571,519
Employer contributions
$279,236
Participant contributions
$339,983
Total income / additions
$2,532,995
Benefits paid
$200,363
Administrative expenses
$1,219
Total expenses
$201,582
Net increase / (decrease)
$2,331,413

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715150028NAL0003253920001 cover?
It is the 2023 Form 5500 filing for Affolter Contracting Company, Inc. Retirement Plan, reported by Affolter Contracting Company, Inc. (EIN 74-1775660).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages